+1,144.9%
STX vs PSKY
-70.7%
+1,215.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.0% | +6.6% |
| 7D | +10.7% | +2.4% | +8.4% | +10.4% |
| 30D | +11.3% | +17.5% | -6.2% | +9.0% |
| 3M | +3.2% | +4.4% | -1.2% | +2.4% |
| 6M | +157.0% | -9.0% | +166.0% | +158.4% |
| YTD | +229.2% | -18.6% | +247.8% | +234.6% |
| 1Y | +381.8% | -27.7% | +409.6% | +394.1% |
| 3Y | +1,383.2% | -16.9% | +1,400.0% | +1,311.5% |
| 5Y | +1,144.9% | -70.3% | +1,215.1% | +1,392.5% |
| All | +1,144.9% | -70.7% | +1,215.6% | +1,392.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSKY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling